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A Module for Manage Insurance Business.
This module crafted by Cybrosys Technologies, allows the user to create insurance policies. Insurances can be created under these policies. We can manage the insurance claims and the salary of agents with or without the commission.
The accounting localization for the country has to be installed
Invoices/ Bills can be created for insurance, claims and the salary/commission of agents.
Configuration -> Customers
Configuration -> Policies
Create new policies and add the policy details
Agent -> Agent
Create new agent and add the details. The salary type can be selected as fixed, commission or both(salary + commission). The salary payment can be done where the salary is computed based on the salary type selected. The commission is calculated based on the percentage mentioned in the insurances under the agent.
Insurance Management -> Insurance
Create insurance to customers based on a policy. Add the agent and the commission of agent in percentage. The insurance can be confirmed after adding all required details. Invoice can be created for the insurance.
Insurance Management -> Claims
Insurance claims can be created for the confirmed insurances. Bill can be created for the claim.
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